Lincoln National Corporation filings document the formal disclosures of an insurance and retirement-services company with common stock and Series D preferred depositary shares listed on the New York Stock Exchange. Its 8-K reports furnish quarterly and annual earnings releases, statistical supplements, and Regulation FD presentation materials tied to operating results across annuities, life insurance, group protection, and retirement plan services.
The company’s SEC record also covers proxy governance, executive succession and compensation matters, material credit agreements, senior note offerings, and capital-structure disclosures. These filings describe board and shareholder voting matters, financing arrangements, covenants, registered securities, and other events that affect Lincoln National’s reporting obligations and corporate governance.
Cooper Ellen reported disposition transactions in a Form 4 filing for LNC. The filing lists transactions totaling 18,669 shares at a weighted average price of $40.88 per share. Following the reported transactions, holdings were 533,459 shares.
Beazer CraigT T reported disposition transactions in a Form 4 filing for LNC. The filing lists transactions totaling 4,195 shares at a weighted average price of $40.88 per share. Following the reported transactions, holdings were 92,962 shares.
Neczypor Christopher M reported disposition transactions in a Form 4 filing for LNC. The filing lists transactions totaling 5,162 shares at a weighted average price of $40.88 per share. Following the reported transactions, holdings were 123,979 shares.
Lincoln National Corp executive John Christopher Kennedy reported a routine tax-related share disposition. On 02/15/2026, 3,069 shares of common stock were withheld at $40.88 per share to cover taxes upon vesting of restricted stock units.
After this tax-withholding disposition, he directly beneficially owned 117,139 shares. He also indirectly beneficially owned 12,507.08 shares through the company’s 401(k) plan as of 02/02/2026, including 1,223.48 shares accumulated via dividend reinvestment since his prior report.
Cohen Adam M reported disposition transactions in a Form 4 filing for LNC. The filing lists transactions totaling 1,260 shares at a weighted average price of $40.88 per share. Following the reported transactions, holdings were 23,928 shares.
Lincoln National Corporation director Gary C. Kelly reported a transaction involving 35,474.99 Phantom Stock Units of LNC at $40.88 per unit. These units mirror the value of Lincoln National common stock and are held in a deferred compensation plan for non-employee directors.
After this transaction, Kelly directly holds 109,502.27 Phantom Stock Units, each tied to one share of common stock. The units are payable only in Lincoln National shares upon resignation or retirement, and the balance includes 777.41 shares accumulated through dividend reinvestment since his last report.
Lincoln National Corporation reported solid fourth quarter and full-year 2025 results, highlighting broad-based momentum across its businesses. Fourth quarter net income available to common stockholders was $745 million, or $3.80 per diluted share. Adjusted operating income available to common stockholders was $434 million, or $2.21 per diluted share, reflecting underlying operating performance after market-related items.
For 2025, adjusted operating income available to common stockholders rose to $1.54 billion, or $8.23 per diluted share. Annuities posted record-high ending account balances of $175 billion and sales of $4.9 billion, up 33% year over year. Life Insurance swung to $77 million of quarterly operating income, driven by improved mortality and strong alternative investment income.
Group Protection delivered quarterly operating income of $109 million with insurance premiums up 8%, while Retirement Plan Services generated $46 million of operating income and 13% deposit growth. Holding company available liquidity, net of prefunding, increased to $655 million at year-end, and book value per share excluding AOCI improved to $73.10.
Lincoln National Corp filed a Form 13F reporting institutional holdings. The filing lists 20 holdings with a reported aggregate value of $3,420,729,682. The report names Lincoln Financial Investments Corp as an included manager and was signed by Paul Chryssikos on 02-06-2026.
The Vanguard Group filed an amended Schedule 13G reporting passive ownership of Lincoln National Corp common stock. Vanguard reports beneficial ownership of 19,741,163 shares, representing 10.39% of the outstanding common stock as of the reported date. Vanguard has shared voting power over 1,329,804 shares and shared dispositive power over 19,741,163 shares, with no sole voting or dispositive power. The filing states the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Lincoln National Corp. Vanguard also notes an internal realignment on January 12, 2026, after which certain subsidiaries or business divisions are expected to report beneficial ownership separately.
Lincoln National Corp executive files initial ownership report showing no holdings. Adhya Nilanjan, who serves as Executive Vice President and Chief AI Data Analytics Officer of Lincoln National Corp (ticker LNC), filed an initial Form 3 ownership statement for an event dated 01/09/2026.
The filing reports that Nilanjan beneficially owns no non-derivative securities of Lincoln National Corp, with the amount shown as 0 under direct ownership. The derivative securities table is empty, indicating no options, warrants, or other derivative interests reported at this time.